Hello there, tanuja.
It's my pleasure to share some details about generating a Trial Balance report in QuickBooks Online (QBO).
In QBO, the Trial Balance report summarises the debit and credit balances of each account on your chart of accounts during a period. However, customising this report with the opening balance, transactions, and closing balance is unavailable. The Trial Balance report only displays the Debit and Credit Column.
If you still want to pull up this report without the specific details you want, I'll guide you through the steps below:
- Go to the Reports menu.
- Search Trial Balance in the Find report by name search bar.
- Then, open the report.
If you want to customise other details in the report, especially the report period, click the Customise button. See this article for details about personalising reports in QBO: Customise reports in QuickBooks Online.
Moreover, if you want to learn more about managing and exporting reports and other lists in QuickBooks, check out these articles:
Feel free to post a reply in this thread if you have clarification about the Trial balance or additional QuickBooks queries. I'm always around to help you.
